Latest Institutional Purchases of Phillips Edison & Company, Inc. (PECO)
This list provides information on the latest institutional transactions involving Phillips Edison & Company, Inc. (PECO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Forward Management, LLC
|
BUY
|
- |
80KNew |
$2.19M - $2.81M
|
80K
$2.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
54.1KNew |
$1.48M - $1.9M
|
54.1K
$1.87M
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
37.9KNew |
$1.04M - $1.33M
|
37.9K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
28.2KNew |
$770K - $990K
|
28.2K
$976K
|
|
|
Nov 14, 2022
Q3 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
15KNew |
$410K - $527K
|
15K
$520K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
15KNew |
$410K - $527K
|
15K
$520K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12.5KNew |
$341K - $438K
|
12.5K
$432K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
11.3KNew |
$310K - $398K
|
11.3K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
7.15KNew |
$195K - $251K
|
7.15K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.67KNew |
$128K - $164K
|
4.67K
$162K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.94K+ 25.06% |
$53K - $68.1K
|
9.68K
$335K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
1.5K+ 21.15% |
$40.9K - $52.6K
|
8.57K
$297K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.26KNew |
$34.5K - $44.4K
|
1.26K
$43.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.25KNew |
$34.1K - $43.9K
|
1.25K
$43.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.23K+ 18.51% |
$33.7K - $43.4K
|
7.9K
$274K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.11KNew |
$30.4K - $39K
|
1.11K
$38.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
997New |
$27.2K - $35K
|
997
$34.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
967New |
$26.4K - $34K
|
967
$33.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
877+ 5.9% |
$24K - $30.8K
|
15.7K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
624New |
$17.1K - $21.9K
|
624
$21.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
343+ 4.64% |
$9.37K - $12K
|
7.73K
$268K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
332New |
$9.07K - $11.7K
|
332
$11.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
47+ 0.81% |
$1.28K - $1.65K
|
5.83K
$202K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5+ 0.77% |
$137 - $176
|
658
$22.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
5+ 0.76% |
$137 - $176
|
661
$22.9K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
18.3KNew |
$571K - $658K
|
18.3K
$633K
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
BUY
|
- |
11.4KNew |
$358K - $412K
|
11.4K
$396K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.55KNew |
$205K - $236K
|
6.55K
$227K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.54K+ 63.14% |
$142K - $164K
|
11.7K
$406K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
2.5KNew |
$78.2K - $90.1K
|
2.5K
$86.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.43KNew |
$76K - $87.6K
|
2.43K
$84.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.24KNew |
$70.1K - $80.9K
|
2.24K
$77.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.33KNew |
$41.6K - $48K
|
1.33K
$46.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.21KNew |
$37.9K - $43.7K
|
1.21K
$42K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
PUT |
900New |
$28.1K - $32.4K
|
900
$31.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
572New |
$17.9K - $20.6K
|
572
$19.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
571New |
$17.8K - $20.6K
|
571
$19.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
333New |
$10.4K - $12K
|
333
$11.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
217New |
$6.78K - $7.82K
|
217
$7.52K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
90New |
$2.81K - $3.24K
|
90
$3.12K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
166KNew |
$5.08M - $5.85M
|
166K
$5.76M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
97.7KNew |
$2.99M - $3.44M
|
97.7K
$3.39M
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
19.9KNew |
$608K - $700K
|
19.9K
$689K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
17.2KNew |
$525K - $604K
|
17.2K
$594K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9.27K+ 24.93% |
$283K - $326K
|
46.4K
$1.61M
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
8.21KNew |
$251K - $289K
|
8.21K
$285K
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
7.05KNew |
$216K - $248K
|
7.05K
$244K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.67KNew |
$204K - $235K
|
6.67K
$231K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.11KNew |
$187K - $215K
|
6.11K
$212K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.75KNew |
$53.6K - $61.8K
|
1.75K
$60.8K
|
|